Included

Long term retirement calculations: to determine savings rate needed to be on track for desired retirement income level and for assets to last through retirement

Retirement Funding Plan: Income plan by source and specific amount

Assessment for life, disability and long-term care protection

Recommendations to reach realistic goals for retirement and withdrawal strategies

Social Security maximum benefits

Annual Reviews

Procedures

Meeting 1 – Get Acquainted – Discuss your present financial situation, your financial goals and concerns. Determine what you hope to gain from an advisory relationship. Answer your questions and determine if we are a good fit to be your advisor. Together if we decide to go forward, you will be given a list of information you will need to compile. We both sign a Service Agreement.

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